WHITEPAPER

Creating financial outcomes with a holistic financial wellness program

Northstar is a financial wellness program that offers personalized financial guidance through one-on-one access to a financial advisor (CFP®). After four years of providing service as a voluntary employee benefit, Northstar measured the program's ability to drive action among its members to help create financial outcomes.

What's inside:

• How often product and benefits recommendations are made
  
  
• Methodology used for measuring rate of employee action
  
  
• Outcomes of action taken on productivity and financial health